MOTCO More: the full row for MOTCO 408 $29.3K <0.01% +326 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 404 $29K 0.02% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 400 $28.7K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 398 $28.6K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 396 $28.4K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 386 $27.7K <0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 379 $27.2K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 377 $27.1K 0.02% -472 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 377 $27.1K <0.01% +322 13F-HR/A Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 350 $25.1K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 340 $24.4K <0.01% 0 13F-HR/A Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 336 $24.1K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 330 $23.7K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 320 $23K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 319 $22.9K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 311 $22.3K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 306 $22K 0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 302 $21.7K 0.02% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 302 $21.7K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $21.5K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $21.5K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 295 $21.2K 0.01% -28 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 284 $20.4K 0.02% +187 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 280 $20.1K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 280 $20.1K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 291 $20K <0.01% +46 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 258 $18.5K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 261 $18K 0.01% +1 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 255 $18K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 247 $17.7K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 244 $17.5K <0.01% +124 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 241 $17K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 232 $16.7K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 231 $16.6K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 225 $16.2K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 207 $14.9K 0.05% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 201 $14.4K 0.01% +88 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 201 $14.4K <0.01% +1 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 200 $14.4K 0.03% -200 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 199 $14.3K 0.01% 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for PINNEY & SCOFIELD, INC. 181 $13K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 160 $11.5K 0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 160 $11.5K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 152 $10.9K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 150 $10.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $10.8K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 149 $10.7K 0.01% -9,804 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 148 $10.6K 0.01% +32 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 144 $10.3K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 144 $10.3K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 144 $10.3K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 136 $9.76K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 135 $9.72K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 134 $9.62K 0.01% +64 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 133 $9.55K 0.01% 0 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 133 $9.52K 0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 130 $9.33K <0.01% -158 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 137 $9.09K 0.01% +53 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 123 $8.83K <0.01% +30 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 118 $8.47K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 115 $8.26K 0.01% +38 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 114 $8.18K <0.01% +17 13F-HR/A Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 113 $8.11K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 112 $8.04K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 111 $7.94K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 108 $7.75K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $7.55K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 105 $7.52K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 104 $7.47K <0.01% -237 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 101 $7.25K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $7.18K <0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $7.18K <0.01% -55 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $7.18K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 97 $6.96K <0.01% +64 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 95 $6.82K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 90 $6.49K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 89 $6.39K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 77 $5.53K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 74 $5.31K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 72 $5.17K 0.01% -224 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 72 $5.15K <0.01% +1 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 68 $4.88K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 6,200 $4.45K 0.17% -500 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 62 $4.45K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 61 $4.43K 0.25% -26 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 60 $4.31K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 58 $4.16K <0.01% 0 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 73 $4.12K 0.04% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 55 $3.95K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 50 $3.59K <0.01% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 43 $3.09K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 42 $3.02K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $2.87K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 36 $2.58K <0.01% -104 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 33 $2.37K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31 $2.23K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 30 $2.15K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 30 $2.15K <0.01% +5 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 28 $2.02K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 24 $1.72K <0.01% +9 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 22 $1.58K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $1.36K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 16 $1.15K <0.01% -2,908 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 12 $858 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6 $431 <0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 5 $358 <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3 $224 <0.01% -31 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2 $163 <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -14,574 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.